Discovery Call

Service Description

Every great partnership starts with a conversation. At Tolla Tax Co., our Discovery Call is your opportunity to connect directly with a tax and business professional who understands the unique challenges of small business owners, tradesmen, and creators. This complimentary session is designed to help us learn more about your goals, challenges, and current financial situation — and to see how our services can best support your success. During your Discovery Call, we take the time to understand what stage of business you’re in, what’s currently working, and where you may need guidance. Whether you’re looking for ongoing tax planning, help responding to an IRS notice, or advice on the right business structure, this call helps determine which service will provide the most value for you. Our Discovery Call typically covers: Understanding Your Business: A brief overview of your business type, income streams, and goals. Identifying Your Needs: Whether you need tax preparation, tax planning, bookkeeping, or business consulting, we’ll pinpoint where professional support can have the greatest impact. Explaining Our Process: We’ll walk you through how Tolla Tax Co. works — our approach, communication style, and what you can expect if we move forward. Answering Your Questions: You’ll have the chance to ask questions about taxes, entity selection, compliance, or anything specific to your business. This isn’t a sales call — it’s a genuine conversation built around your needs. The goal is to provide clarity and direction, not pressure. By the end of the session, you’ll have a better understanding of your options and how to move forward confidently, whether with our help or on your own. At Tolla Tax Co., we believe the best financial advice starts with listening. That’s why every relationship begins with this free Discovery Call — it ensures our recommendations are tailored to you, your business, and your goals. No matter your industry or experience level, this is your first step toward building a smarter, more strategic approach to your taxes and finances.